Carl P. Sherr & Co., LLC AXP Holdings History
Carl P. Sherr & Co., LLC's American Express Co Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 10,356.00 shares of American Express Co(AXP), totaling $2.79 Mil. This investment constitutes 1.52% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 14 purchases of AXP, at an average price of $152.23, for a total of 20,575.00 shares. In addition, there have been 6 sales at an average price of $164.97 for 10,219.00 shares. Based on historical transaction data and AXP's current price of $307.95, Carl P. Sherr & Co., LLC's estimated gain on his AXP holdings is $1.74 Mil, reflecting a 55.64% gain to date.
Carl P. Sherr & Co., LLC AXP ($307.95) Holding Chart
Carl P. Sherr & Co., LLC AXP ($307.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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